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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

PUK holding history

Prudential PLC in every 13F filed by HighMark Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PUK overviewAll 13F holders of PUKFull Q2 2026 holdings

Shares (Q2 2026)
118
Value
$3.16K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PUK by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026118$3.16K<0.1%−168−58.7%ReducedHolders
Q1 2026286$8.13K<0.1%+7+2.5%AddedHolders
Q4 2025279$8.68K<0.1%−111−28.5%ReducedHolders
Q3 2025390$10.9K<0.1%+138+54.8%AddedHolders
Q2 2025252$6.30K<0.1%00.0%UnchangedHolders
Q1 2025252$5.42K<0.1%00.0%UnchangedHolders
Q4 2024252$4.02K<0.1%00.0%UnchangedHolders
Q3 2024252$4.67K<0.1%−13−4.9%ReducedHolders
Q2 2024265$4.86K<0.1%+38+16.7%AddedHolders
Q1 2024227$3.81K<0.1%+122+116.2%AddedHolders
Q4 2023105$2.36K<0.1%00.0%UnchangedHolders
Q3 2023105$2.30K<0.1%−11−9.5%ReducedHolders
Q2 2023116$3.29K<0.1%00.0%UnchangedHolders
Q1 2023116$3.17K<0.1%00.0%UnchangedHolders
Q4 2022116$3.19K<0.1%00.0%UnchangedHolders
Q3 2022116$2.00K<0.1%00.0%UnchangedHolders
Q2 2022116$3.00K<0.1%00.0%UnchangedHolders
Q1 2022116$3.00K<0.1%00.0%UnchangedHolders
Q4 2021116$4.00K<0.1%00.0%UnchangedHolders
Q3 2021116$5.00K<0.1%+27+30.3%AddedHolders
Q2 202189$3.00K<0.1%00.0%UnchangedHolders
Q1 202189$4.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.